Looking Back at Another Successful Thesis
DoubleU Games raised its all-cash tender offer for DoubleDown Interactive minority holders to $16.25 per ADS from $11.25 after net cash made the earlier bid untenable.
Thursday, November 12, 2026
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From X
Barbarian Capital on X
DraftKings Faces Growing Pressure Over How It Targets Customers $DKNG
Barbarian Capital on X
JetBlue Shares in Tailspin as High Fuel Prices Threaten Turnaround $JBLU
Timyan Bank Alert on X
@CorpusCol Speaking of pretty smart- These were spot on. $MNSB $SOUB $NEWT et al
JabroniCoin.USD on X
Greenlight Capital expects $CENX to generate nearly its entire enterprise value in cash by 2028. They also think there are two additional call options: 1) the Oklahoma smelter incentive subsidy generates ~$225m of annual value 2) Iceland smelter can be sold for ~65% of EV
John_Hempton on X
@hareng_rouge I am trying to encourage you to buy more $AMC. Please make me happy.
Timyan Bank Alert on X
@FredCam53180687 @JustBankStocks @OurBank3 Yes, Bill is correct. I will stay too long on both though also. Mastly as a tax avoidance and salute to Joe Stilwell for his brilliant move in getting Ken to second step $NECB.
Deep Sail Capital on X
All gaps get closed. $MAMA
Calvin Blissett on X
My battle station for Brazil $EWZ for the past 6 hours fueled by grass fed steak
Investor Letters
All letters- Asset Value Investors Ltd October 2026 6727 $597M9742 $318M
- Minotaur Capital October 2026 CROX $7.3BHUT $7.3B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $411MFNCHF $530M
- Lakehouse Capital Global Growth Fund October 2026 SNSNF $1.8B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7B
- Forager Funds Management October 2026 TUA $576M
- FCL Capital October 2026 INTR $1.8BRSGN $946M
- Protean Funds October 2026 AAK $4.8BVIMGF $2.2B
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Sectors
Ordered by how often our editor reaches for them.
